Disclaimers

None of the information on this web site constitutes a recommendation, solicitation or offer by PRIMO Investment Strategy Fund Limited SAC or PRIMO Investment Advisors Limited to buy or sell any securities or provide any investment advice or service. The information on this web site has been prepared without reference to any particular user’s investment requirements or financial situation. Certain transactions give rise to substantial risk and are not suitable for all investors. Before executing any transaction involving information obtained from this web site, you should carefully read the Offering Memorandum, the Class Supplements and the Subscription Agreement of PRIMO Investment Strategy Fund Limited SAC (the “Subscription Documents”), and consult your business advisor, attorney and tax and accounting advisors with respect to the transaction price, suitability, value and risk, as well as any tax considerations and applicable exchange control regulations arising in the jurisdiction of your citizenship, residence or domicile. The Subscription Documents may be made available, upon the prospective investor’s request, by the administrator of PRIMO Investment Strategy Fund Limited SAC, which is Credit Suisse (Mrs. Natalia Sigolo, email: natalia.sigolo@credit-suisse.com, tel.: +55 11 2107 7760). Past results are not necessarily an indicative of future performance. No assurance can be given by PRIMO Investment Strategy Fund Limited SAC, nor its administrator, or PRIMO Investment Advisors Limited that PRIMO Investment Strategy Fund Limited SAC will achieve its investment objective and that profits will be achieved or that substantial losses will not be incurred. The information and services provided on this web site are not provided to and may not be used by any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any governmental authority or regulatory or self-regulatory organization or clearing organization or where PRIMO Investment Strategy Fund Limited SAC or PRIMO Investment Advisors Limited are not authorized to provide such information or offer their services.

PRIMO

Background

Primo Fund was established in 2010 as result of extensive experience gathered from the family along many years on wealth management and entrepreneurship. In 2008, due to the world’s financial crisis, the founder decided to put a qualified team together in order to manage their wealth and investments more closely, focusing on liquidity and transparency.

The main goal was to preserve the family assets as well as share the lessons, experiences and investment opportunities. Therefore, the fund is ran based on a selected group of investors, who values privacy, reliability and transparency.

FUNDS CHARACTERISTICS

PRIMO Equities

Diversified portfolio, composed by equities and options from all over the world but focused on developed countries and with market capitalization of $10B or above.

PRIMO Fixed Income

Corporate bonds which are chosen to combine macroeconomic assessments with diversified geography allocation in order to mitigate risk and optimize return. Always prioritizing liquidity.

History


2000 - 2007

2008

2009

2010

2016

2000 - 2007

  • Geographical diversification of the family wealth
  • Investing in the American stock market by private management

2008

  • The biggest global economic crisis since 1929, caused by the “burst of the real estate bubble” in the United States
  • The markets lacked liquidity, preventing capital to be relocated

2009

  • The fund’s dedicated team has begun to be assembled. It enabled more control of procedures and investments.
  • New priorities were stablished: liquidity and simplicity
  • The portfolio rapidly recovered from the crisis due to the improvement of the global economic scenario

2010

  • As a result of this new management approach, the PRIMO Investment Fund was created as a professional fund
  • Improved performance and cost efficiency
  • Better access to capital markets

2016

  • The Primo Investment Fund is launched as a professional entity, to accommodate needs such as, personalized advisory and care with low cost
  • Partnership model developed to share investment ideas, knowledge, insights and opinions
  • The main goal was to preserve and also grow the wealth trusted by investors through simple and efficient operations.

Team

Ecio Silva

Tatiana Silva

  • Co-founder of Primo Investment Fund
  • Chief Financial Officer
  • Graduated in Business Administration in Finance by Florida International University
  • Over 13 years’ experience in the stock market

Vanessa Pereira

  • Head of Research
  • Member of Primo Investment Fund since 2015
  • PhD Researcher in Economics by Leeds University Business School
  • Doctored and Masters in Economics by Universidade Federal de Uberlândia

Pedro Henrique Barros

  • Head Trader
  • Member of Primo Fund since 2016
  • Graduated in Business and Administration by ESAMC
  • Graduated in International Relations by ESAMC

Dayana Mamede Silva

  • Head of operations
  • 10 years with the group
  • Graduated in Languages by Universidade Federal de Uberlândia

FIDUCIARY STRUCTURE

Legal structure

Bahamian Professional Fund

Licensed and regulated

Securities Commission of The Bahamas

Administrator

Credit Suisse First Boston Bahamas (2T19)

Auditor

PricewaterhouseCoopers Limited (PwC)

AUM

Over 600 MM USD

Liquidity

Monthly

Administration fee

PRIMO Fixed Income – 0.75% p.a.
PRIMO Equities – 1% p.a.

Performance fee

20% High Water Mark (Libor Adjusted)

 

CONTACT

Lyford Financial Centre
Nassau, The Bahamas
+1 (242) 362-4353